Unclaimed Profile

Donald James Nesbitt

ZIEGLER CAPITAL MANAGEMENT, LLC·CHICAGO, Illinois

Series 65Clean record16 years registeredZIEGLER CAPITAL MANAGEMENT, LLC

20 NORTH CLARK STREET, CHICAGO, IL 60602CRD# 4530193Firm CRD# 135622

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donald James Nesbitt · CHICAGO, IL

Registration

CRD #4530193 · ZIEGLER CAPITAL MANAGEMENT, LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ZIEGLER CAPITAL MANAGEMENT, LLC

B. C. ZIEGLER AND COMPANY

Dec 2009 – Aug 2011

CHICAGO, IL

ZIEGLER CAPITAL MANAGEMENT, LLC

Dec 2009 – Jun 2020

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 9, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ZIEGLER CAPITAL MANAGEMENT, LLC

CRD 135622 · SEC 801-64334

AUM

$10.7B

Regulatory assets under management

Employees

2,598 client accounts

Services offered by ZIEGLER CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at ZIEGLER CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Donald James Nesbitt offer?

Donald James Nesbitt specializes in Investment Management, Retirement Planning, Wealth Management.

What are Donald James Nesbitt's credentials?

Donald James Nesbitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald James Nesbitt located?

Donald James Nesbitt is based in CHICAGO, Illinois, last registered with ZIEGLER CAPITAL MANAGEMENT, LLC.

How does Donald James Nesbitt charge for services?

Donald James Nesbitt's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ZIEGLER CAPITAL MANAGEMENT, LLC?

ZIEGLER CAPITAL MANAGEMENT, LLC has approximately 86 employees and manages $10.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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